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Rockefeller Financial LLC CRD 291361
$99.6B regulatory AUM 223 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
Branch Locations
300 Crescent Court Suite 1450, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rockefeller Financial Llc | Dallas | TX | 03/2026 | Present |
| Marty B'S | Bartonville | TX | 05/2023 | 02/2026 |
| Viva Los Tacos | Pittsburgh | PA | 08/2024 | 12/2024 |
| Cifc Asset Management | Radnor | PA | 05/2025 | 08/2025 |
| Stack'D Oakland | Pittsburgh | PA | 08/2025 | 12/2025 |
| Full-Time Education | Flower Mound | TX | 04/2016 | 08/2018 |
| Full-Time Education | Flower Mound | TX | 09/2018 | 08/2022 |
| Full-Time Education | Pittsburgh | PA | 08/2022 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-18 |
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